See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,723 | $60,124-33.9% | $90,404-56.1% | $79,858-50.3% |
| Participation rate | 67.6% | 65.0%+2.6pp | 72.7%-5.1pp | 69.6%-2.1pp |
| Annual return | 8.79% | 71.94%-63.2pp | 1293.02%-1284.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,645 | $2,068+27.9% | $3,262-18.9% | $2,471+7.1% |
| Participant deferral / active EE | $200 | $2,938-93.2% | $3,963-95.0% | $3,740-94.7% |
| Admin fee / account holder | $108 | $3,976-97.3% | $5,611-98.1% | $5,306-98.0% |